0
Generations and it's gone.
The average point at which most family wealth is lost without proper planning.
Family is
Everything
Family is
Everything
Family is
Everything
Leave a
2025
At Regents Legacy, we help families protect what they’ve built and pass it on with purpose. Through personalized planning, smart financial strategies and clear family alignment, we ensure your vision is honored, your assets are protected and your legacy is carried forward with confidence.
0
Generations and it's gone.
The average point at which most family wealth is lost without proper planning.
0
Generations and it's gone.
The average point at which most family wealth is lost without proper planning.
2010
Trillions will transfer
By 2045, $104 trillion in wealth will be transferred from one person to another.
2010
Trillions will transfer
By 2045, $104 trillion in wealth will be transferred from one person to another.
2010
Trillions will transfer
By 2045, $104 trillion in wealth will be transferred from one person to another.
0
In 10 wealthy families, have no wealth transfer plan.
You deserve more than a memory, you deserve a legacy
0
In 10 wealthy families, have no wealth transfer plan.
You deserve more than a memory, you deserve a legacy
0
In 10 wealthy families, have no wealth transfer plan.
You deserve more than a memory, you deserve a legacy
25
Years —
the typical time horizon of a well-structured family legacy plan.
25
Years —
the typical time horizon of a well-structured family legacy plan.
25
Years —
the typical time horizon of a well-structured family legacy plan.
We're ready to talk
What We Do:
Align Family and Finances
We bridge the gap between wealth and values — helping families stay connected, communicate openly, and build lasting unity around their legacy.
Simplify the Complex
From trusts and tax strategies to family education and governance, we make sophisticated planning feel simple.
Prepare the Next Generation
We don’t just transfer wealth — we prepare heirs to receive it. Through guided learning, personal mentorship, and family-led conversations, we help the rising generation grow into wise stewards.
What We Do:
Align Family and Finances
We bridge the gap between wealth and values — helping families stay connected, communicate openly, and build lasting unity around their legacy.
Simplify the Complex
From trusts and tax strategies to family education and governance, we make sophisticated planning feel simple.
Prepare the Next Generation
We don’t just transfer wealth — we prepare heirs to receive it. Through guided learning, personal mentorship, and family-led conversations, we help the rising generation grow into wise stewards.
What We Do:
Align Family and Finances
We bridge the gap between wealth and values — helping families stay connected, communicate openly, and build lasting unity around their legacy.
Simplify the Complex
From trusts and tax strategies to family education and governance, we make sophisticated planning feel simple.
Prepare the Next Generation
We don’t just transfer wealth — we prepare heirs to receive it. Through guided learning, personal mentorship, and family-led conversations, we help the rising generation grow into wise stewards.
HOW WE DO IT
Our work involves many intricate steps and stages.
Our work involves many intricate steps and stages.
The Process: *
01.
Vision & Values Discovery
We start by helping you clarify what matters most — not just financially, but relationally, spiritually, and generationally.
01.
Vision & Values Discovery
We start by helping you clarify what matters most — not just financially, but relationally, spiritually, and generationally.
01.
Vision & Values Discovery
We start by helping you clarify what matters most — not just financially, but relationally, spiritually, and generationally.
02.
Family Mapping & Education
We create a clear picture of your family structure, roles, and readiness. We also begin preparing the rising generation with foundational knowledge.
02.
Family Mapping & Education
We create a clear picture of your family structure, roles, and readiness. We also begin preparing the rising generation with foundational knowledge.
02.
Family Mapping & Education
We create a clear picture of your family structure, roles, and readiness. We also begin preparing the rising generation with foundational knowledge.
03.
Asset & Estate Planning Review
We evaluate your current estate documents, ownership structures, and beneficiary plans to ensure they align with your vision.
03.
Asset & Estate Planning Review
We evaluate your current estate documents, ownership structures, and beneficiary plans to ensure they align with your vision.
03.
Asset & Estate Planning Review
We evaluate your current estate documents, ownership structures, and beneficiary plans to ensure they align with your vision.
04.
Wealth Transfer Strategy
We develop a custom plan to transfer assets efficiently and intentionally — including tax optimization, trusts, and business succession.
04.
Wealth Transfer Strategy
We develop a custom plan to transfer assets efficiently and intentionally — including tax optimization, trusts, and business succession.
04.
Wealth Transfer Strategy
We develop a custom plan to transfer assets efficiently and intentionally — including tax optimization, trusts, and business succession.
05.
Legacy Structures & Governance
We help you create long-term structures like family charters, foundations, or councils to support unity and shared decision-making.
05.
Legacy Structures & Governance
We help you create long-term structures like family charters, foundations, or councils to support unity and shared decision-making.
05.
Legacy Structures & Governance
We help you create long-term structures like family charters, foundations, or councils to support unity and shared decision-making.
06.
Communication & Family Meetings
We facilitate meaningful conversations and, when appropriate, intergenerational meetings to build trust, transparency, and alignment.
06.
Communication & Family Meetings
We facilitate meaningful conversations and, when appropriate, intergenerational meetings to build trust, transparency, and alignment.
06.
Communication & Family Meetings
We facilitate meaningful conversations and, when appropriate, intergenerational meetings to build trust, transparency, and alignment.
*
Once the plan is in place and the family is aligned, we shift our focus to long-term stewardship and ongoing support.
07.
Ongoing Stewardship & Support
Legacy is never “set and forget.” We provide ongoing guidance, updates, and mentorship to help your family stay aligned over time.
07.
Ongoing Stewardship & Support
Legacy is never “set and forget.” We provide ongoing guidance, updates, and mentorship to help your family stay aligned over time.
07.
Ongoing Stewardship & Support
Legacy is never “set and forget.” We provide ongoing guidance, updates, and mentorship to help your family stay aligned over time.
YOU MIGHT ASK US
FAQ:
What is legacy management?
How is legacy management different from estate planning?
Why do most families lose wealth by the third generation?
When should I start legacy planning?
What does your team do to support our legacy plan?
What is legacy management?
How is legacy management different from estate planning?
Why do most families lose wealth by the third generation?
When should I start legacy planning?
What does your team do to support our legacy plan?
What is legacy management?
How is legacy management different from estate planning?
Why do most families lose wealth by the third generation?
When should I start legacy planning?
What does your team do to support our legacy plan?
If you want to know more.
If you want to know more.
Let's start the conversation
We Are Ready:
Ready to listen first — We take the time to understand your family's goals and values before offering solutions.
Ready to listen first — We take the time to understand your family's goals and values before offering solutions.
Ready to listen first — We take the time to understand your family's goals and values before offering solutions.
Ready to guide with clarity — From estate structures to family alignment, we simplify the complex.
Ready to guide with clarity — From estate structures to family alignment, we simplify the complex.
Ready to guide with clarity — From estate structures to family alignment, we simplify the complex.
Ready to walk with you — This is more than a plan — it's a relationship built on trust.
Ready to walk with you — This is more than a plan — it's a relationship built on trust.
Ready to walk with you — This is more than a plan — it's a relationship built on trust.